Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

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Trigger: Watch Amended Agreements
Google Drive
Action: Select an action
1. Select a trigger
  • Triggers when an amendment to an agreement is sent.

  • Triggers when a client approves an agreement amendment.

  • Triggers when a proposal is approved.

  • Triggers when a proposal expires without approval.

  • Triggers when a proposal draft is published. payload includes a notifyPolicy field that indicates whether the client was notified automatically

  • Triggers when a client opens and reviews a proposal.

  • Triggers when an agreement is terminated.

  • Triggers when a proposal is cancelled by the service provider.

2. Select an action
  • Makes a copy of an existing file.

  • Creates a file from a text plain.

  • Creates a new file or folder shortcut.

  • Creates a new folder.

  • Creates a new shared drive.

  • Deletes a file's revision.

  • Permanently deletes a file or folder owned by the user without moving it to the trash. 

  • Deletes a shared drive without any content.

  • Downloads a file.

  • Gets a specified file's revision.

  • Retrieves a file or folder path for an ID.

  • Gets a share link for file or folder.

  • Gets a shared drive's metadata by ID.

  • This is the module to maintain/edit google-custom connection

  • Performs an arbitrary authorized API call.

  • Moves a file or folder to a different location in Google Drive.

  • Moves a file or folder to trash.

  • Renames an existing folder.

  • Revokes a file or folder access.

  • Updates a file's metadata and/or content.

  • Updates an existing file's revision.

  • Updates an exisitng file or folder access.

  • Updates an existing shared drive. For admins only.

  • Uploads a new file.

Select a trigger and an action

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